Elected Trades

All politicians

Jefferson Shreve

Estimate as of Oct 26, 2026

Republican · House IN06

Wikipedia biography ↗Years Elected: About 1.8Rank: #124

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

0.86%

Cumulative estimated return

SPY: 13.01%
Outperformance: -12.15 percentage points

2025-10-24 – 2026-10-26

Missing information
  • 2 trades outside the available price history.
  • 44 rows without a saved price.
  • 2 rows without a usable reported amount.
  • 259 sales exceeding observed holdings (unmatched amount omitted).
  • 755 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

7.42%

Cumulative estimated return

SPY: 49.57%
Outperformance: -42.15 percentage points

2024-03-08 – 2026-10-26

Missing information
  • 2 trades outside the available price history.
  • 44 rows without a saved price.
  • 2 rows without a usable reported amount.
  • 259 sales exceeding observed holdings (unmatched amount omitted).
  • Available investment history starts 2024-03-08.
  • 755 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

7.42%

Cumulative estimated return

SPY: 49.57%
Outperformance: -42.15 percentage points

2024-03-08 – 2026-10-26

Missing information
  • 2 trades outside the available price history.
  • 44 rows without a saved price.
  • 2 rows without a usable reported amount.
  • 259 sales exceeding observed holdings (unmatched amount omitted).
  • Available investment history starts 2024-03-08.
  • 755 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Oct 26, 2026. 557 parsed trades. Ranks use three-year return.

How estimates are calculated

Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.

Current holdings

Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent ROI
CHTRNot reportedNoneUnavailableUnavailable$115.54Nov 2, 2026Unavailable
LNGNot reportedNoneUnavailableUnavailable$311.67Nov 2, 2026Unavailable
CVXNot reportedNoneUnavailableUnavailable$227.77Nov 2, 2026Unavailable
CMGNot reportedNoneUnavailableUnavailable$32.91Nov 2, 2026Unavailable
CTASNot reportedNoneUnavailableUnavailable$224.77Nov 2, 2026Unavailable
CSCONot reportedNoneUnavailableUnavailable$101.61Nov 2, 2026Unavailable
CFGNot reportedNoneUnavailableUnavailable$64.93Nov 2, 2026Unavailable
CLXNot reportedNoneUnavailableUnavailable$89.90Nov 2, 2026Unavailable
NETNot reportedNoneUnavailableUnavailable$265.17Nov 2, 2026Unavailable
CMENot reportedNoneUnavailableUnavailable$306.24Nov 2, 2026Unavailable
CNONot reportedNoneUnavailableUnavailable$58.49Nov 2, 2026Unavailable
KONot reportedNoneUnavailableUnavailableUnavailableUnavailable
CMCSANot reportedNoneUnavailableUnavailable$23.87Nov 2, 2026Unavailable
COPNot reportedNoneUnavailableUnavailable$146.84Nov 2, 2026Unavailable
CEGNot reportedNoneUnavailableUnavailable$257.25Nov 2, 2026Unavailable
CPRTNot reportedNoneUnavailableUnavailable$31.93Nov 2, 2026Unavailable
COSTNot reportedNoneUnavailableUnavailable$1040.55Nov 2, 2026Unavailable
CTRANot reportedNoneUnavailableUnavailableUnavailableUnavailable
CRWDNot reportedNoneUnavailableUnavailable$241.81Nov 2, 2026Unavailable
CCINot reportedNoneUnavailableUnavailable$87.03Nov 2, 2026Unavailable
CSXNot reportedNoneUnavailableUnavailable$51.62Nov 2, 2026Unavailable
CVSNot reportedNoneUnavailableUnavailable$88.51Nov 2, 2026Unavailable
DHRNot reportedNoneUnavailableUnavailable$227.97Nov 2, 2026Unavailable
DENot reportedNoneUnavailableUnavailable$667.60Nov 2, 2026Unavailable
DALNot reportedNoneUnavailableUnavailable$83.42Nov 2, 2026Unavailable
DVNNot reportedNoneUnavailableUnavailable$48.63Nov 2, 2026Unavailable
DFSNot reportedNoneUnavailableUnavailableUnavailableUnavailable
DGNot reportedNoneUnavailableUnavailable$135.78Nov 2, 2026Unavailable
DASHNot reportedNoneUnavailableUnavailable$190.07Nov 2, 2026Unavailable
ECLNot reportedNoneUnavailableUnavailable$308.38Nov 2, 2026Unavailable
EWNot reportedNoneUnavailableUnavailable$93.26Nov 2, 2026Unavailable
ELVNot reportedNoneUnavailableUnavailable$413.60Nov 2, 2026Unavailable
LLYNot reportedNoneUnavailableUnavailable$1410.99Nov 2, 2026Unavailable
EPAMNot reportedNoneUnavailableUnavailable$143.80Nov 2, 2026Unavailable
FISNot reportedNoneUnavailableUnavailable$40.15Nov 2, 2026Unavailable
BUSENot reportedNoneUnavailableUnavailable$29.24Nov 2, 2026Unavailable
FTNTNot reportedNoneUnavailableUnavailable$126.21Nov 2, 2026Unavailable
GENot reportedNoneUnavailableUnavailableUnavailableUnavailable
GEVNot reportedNoneUnavailableUnavailable$862.25Nov 2, 2026Unavailable
GSNot reportedNoneUnavailableUnavailable$898.72Nov 2, 2026Unavailable
HALNot reportedNoneUnavailableUnavailable$34.61Nov 2, 2026Unavailable
THGNot reportedNoneUnavailableUnavailable$248.40Nov 2, 2026Unavailable
HIWNot reportedNoneUnavailableUnavailable$31.31Nov 2, 2026Unavailable
HNINot reportedNoneUnavailableUnavailable$49.67Nov 2, 2026Unavailable
HOMBNot reportedNoneUnavailableUnavailable$30.42Nov 2, 2026Unavailable
HDNot reportedNoneUnavailableUnavailableUnavailableUnavailable
HONNot reportedNoneUnavailableUnavailable$223.77Nov 2, 2026Unavailable
HOPENot reportedNoneUnavailableUnavailable$13.32Nov 2, 2026Unavailable
HUBBNot reportedNoneUnavailableUnavailable$433.74Nov 2, 2026Unavailable
IDANot reportedNoneUnavailableUnavailable$147.01Nov 2, 2026Unavailable

ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.

Estimated positions as of Oct 26, 2026
AssetOwnerEstimated unitsEstimated value
Amgen Inc. - Common Stock (AMGN) [ST]not_reported100.294293298542414520965425844593.85
Coinbase Global, Inc. - Class A Common Stock (COIN) [ST]not_reported0.546853270073821718761429187.28
Charles River Laboratories International, Inc. Common Stock (CRL) [ST]not_reported2.7638407852849724209520076987.44
Exponent, Inc. - Common Stock (EXPO) [ST]not_reported372.121638532284159366730698428898.97
J. Account Holding Northwest Bancshares ⇒ Northwest Bancshares, Inc. - Common Stock (NWBI) [ST]not_reported2708.37542061.06
UnitedHealth Group Incorporated Common Stock (UNH) [ST]not_reported39.6981102226208975973077935116304.01
Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]not_reported58.1303342512453851134869705330081.87
Exxon Mobil Corporation Common Stock (XOM) [ST]not_reported302.693933672748250668939914155859.14
Block, Inc. Class A Common Stock, (XYZ) [ST]not_reported129.34828484699821987625150289642.91

Completed trades

Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
No completed purchase/sale matches are available from the collected records.

All trades

1114 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
FIS — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Fidelity National Information Services, Inc. Common Stock (FIS) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 28 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
RGLD — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Royal Gold, Inc. - Common Stock (RGLD) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 29 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
PFE — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Pfizer, Inc. Common Stock (PFE) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 30 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
AMGN — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Amgen Inc. - Common Stock (AMGN) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 31 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
MRK — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Merck & Company, Inc. Common Stock (MRK) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 32 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
ELV — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Elevance Health, Inc. Common Stock (ELV) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 41 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
PHM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ PulteGroup, Inc. Common Stock (PHM) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 42 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
NVDA — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 43 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
XOM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 44 · Annual
not_reported · P · $50,001 - $100,000

Feb 24, 2025Sep 14, 2026
MSTR — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ MicroStrategy Incorporated - Class A Common Stock (MSTR) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 45 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
BC — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Brunswick Corporation Common Stock (BC) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 46 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
UNP — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Union Pacific Corporation Common Stock (UNP) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 47 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
ADBE — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Adobe Inc. - Common Stock (ADBE) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 48 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
AVGO — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Broadcom Inc. - Common Stock (AVGO) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$100,001 - $250,000

Original ↗ · Row 57 · Annual
not_reported · P · $100,001 - $250,000

Feb 24, 2025Sep 14, 2026
JNJ — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Johnson & Johnson Common Stock (JNJ) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 58 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
QCOM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ QUALCOMM Incorporated - Common Stock (QCOM) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 59 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
VRTX — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST]Not reportedPurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 60 · Annual
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
TJX — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ TJX Companies, Inc. (TJX) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 61 · Annual
not_reported · S (partial) · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
IEX — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ IDEX Corporation Common Stock (IEX) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 62 · Annual
not_reported · S (partial) · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
HOG — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Harley-Davidson, Inc. Common Stock (HOG) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 63 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
CMCSA — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 64 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
RPD — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Rapid7, Inc. - Common Stock (RPD) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 65 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
LEN — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Lennar Corporation Class A Common Stock (LEN) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 66 · Annual
not_reported · S (partial) · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
INTU — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Intuit Inc. - Common Stock (INTU) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 67 · Annual
not_reported · S (partial) · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
UPS — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 68 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
BA — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Boeing Company (BA) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 69 · Annual
not_reported · S (partial) · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
PRI — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Primerica, Inc. Common Stock (PRI) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 70 · Annual
not_reported · S (partial) · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
BLK — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ BlackRock, Inc. Common Stock (BLK) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 71 · Annual
not_reported · S · $50,001 - $100,000

Feb 24, 2025Sep 14, 2026
XYZ — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Block, Inc. Class A Common Stock, (XYZ) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 72 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
HUBB — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Hubbell Inc Common Stock (HUBB) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 73 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
EPAM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ EPAM Systems, Inc. Common Stock (EPAM) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 74 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
AVB — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ AvalonBay Communities, Inc. Common Stock (AVB) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 75 · Annual
not_reported · S (partial) · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
ALB — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Albemarle Corporation Common Stock (ALB) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 76 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
HOPE — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Hope Bancorp, Inc. - Common Stock (HOPE) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 77 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
NSC — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Norfolk Southern Corporation Common Stock (NSC) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 78 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
ITT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ ITT Inc. Common Stock (ITT) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 79 · Annual
not_reported · S (partial) · $50,001 - $100,000

Feb 24, 2025Sep 14, 2026
HAL — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Halliburton Company Common Stock (HAL) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 80 · Annual
not_reported · S (partial) · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
LIN — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Linde plc - Ordinary Shares (LIN) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 106 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
CAT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Caterpillar, Inc. Common Stock (CAT) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 107 · Annual
not_reported · S (partial) · $50,001 - $100,000

Feb 24, 2025Sep 14, 2026
MRP — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Millrose Properties, Inc. Class A Common Stock (MRP) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 108 · Annual
not_reported · S · $1,001 - $15,000

Feb 24, 2025Sep 14, 2026
PG — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Procter & Gamble Company (PG) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 109 · Annual
not_reported · S (partial) · $50,001 - $100,000

Feb 24, 2025Sep 14, 2026
AKAM — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Akamai Technologies, Inc. - Common Stock (AKAM) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 110 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
PWR — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Quanta Services, Inc. Common Stock (PWR) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 111 · Annual
not_reported · S · $50,001 - $100,000

Feb 24, 2025Sep 14, 2026
MSFT — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Microsoft Corporation - Common Stock (MSFT) [ST]Not reportedSale (partial)Annual schedule; unresolved, excluded from usable transactions
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 112 · Annual
not_reported · S (partial) · $50,001 - $100,000

Feb 24, 2025Sep 14, 2026
UNH — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 113 · Annual
not_reported · S · $15,001 - $50,000

Feb 24, 2025Sep 14, 2026
TTD — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST]Not reportedSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 122 · Annual
not_reported · S · $1,001 - $15,000

Feb 24, 2025Sep 14, 2026
SNDK — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Sandisk Corporation - Common Stock (SNDK) [ST]Not reportedExchangeAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 123 · Annual
not_reported · E · $1,001 - $15,000

Feb 24, 2025Sep 14, 2026
MRP — Q. Charitable Remainder Trust #1 (Trust-owned, independent third-party managed assets; remainder to charity) ⇒ Millrose Properties, Inc. Class A Common Stock (MRP) [ST]Not reportedExchangeAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 124 · Annual
not_reported · E · $1,001 - $15,000

Feb 24, 2025Sep 14, 2026
ABBV — AbbVie Inc. Common Stock (ABBV) [ST]Not reportedPurchase
Source rows (1)

$50,001 - $100,000

Original ↗ · Row 1 · Ptr
not_reported · P · $50,001 - $100,000

Feb 24, 2025Sep 11, 2026
ADBE — Adobe Inc. - Common Stock (ADBE) [ST]Not reportedPurchase
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 2 · Ptr
not_reported · P · $15,001 - $50,000

Feb 24, 2025Sep 11, 2026

All disclosures

17 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

FiledReportHoldings dateAvailability
Aug 12, 2026Jefferson Shreve — Annual report filed 2026-08-12
Annual
Dec 31, 2025Needs review
Jun 6, 2026Jefferson Shreve — PTR filed 2026-06-06
Ptr
Not establishedParsed
May 15, 2026Jefferson Shreve — Financial disclosure (X) filed 2026-05-15
Financial
Not establishedParsed
Mar 14, 2026Jefferson Shreve — PTR filed 2026-03-14
Ptr
Not establishedParsed
Jan 2, 2026Jefferson Shreve — PTR filed 2026-01-02
Ptr
Not establishedParsed
Jan 1, 2026Jefferson Shreve — PTR filed 2026-01-01
Ptr
Not establishedParsed
Dec 31, 2025Jefferson Shreve — PTR filed 2025-12-31
Ptr
Not establishedParsed
Dec 30, 2025Jefferson Shreve — PTR filed 2025-12-30
Ptr
Not establishedParsed
Dec 14, 2025Jefferson Shreve — PTR filed 2025-12-14
Ptr
Not establishedParsed
Jun 22, 2025Jefferson Shreve — Financial disclosure (H) filed 2025-06-22
Financial
Not establishedNeeds review
Jun 22, 2025Jefferson Shreve — PTR filed 2025-06-22
Ptr
Not establishedParsed
May 8, 2025Jefferson Shreve — PTR filed 2025-05-08
Ptr
Not establishedParsed
May 5, 2025Jefferson Shreve — Financial disclosure (X) filed 2025-05-05
Financial
Not establishedParsed
Apr 11, 2025Jefferson Shreve — PTR filed 2025-04-11
Ptr
Not establishedParsed
Mar 9, 2025Jefferson Shreve — PTR filed 2025-03-09
Ptr
Not establishedParsed
Feb 12, 2025Jefferson Shreve — PTR filed 2025-02-12
Ptr
Not establishedParsed
Apr 5, 2024Jefferson Shreve — Financial disclosure (C) filed 2024-04-05
Financial
Mar 8, 2024Parsed